International Search Consultants
Wealth Management Advisor
International Search Consultants, San Diego, California, United States, 92189
1 week ago Be among the first 25 applicants
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ISC's Team of Recruiters has partnered with a growing RIA in Southern California seeking a
Wealth Advisor
to manage client relationships, provide financial planning expertise, and support business growth. This is an on-site role in San Diego, CA. Relocation candidates will not be considered. What You’ll Do Serve as the main point of contact for high-net-worth clients Lead client meetings and deliver tailored wealth strategies Partner with portfolio managers to align investments with client goals Mentor and guide Client Service Associates Manage account documentation, transactions, and custodial processes Support business development through networking and referrals What You Bring Bachelor’s degree and 5–10 years in wealth management or financial advisory Series 7 & 66 licenses required Strong communication and client relationship skills Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at International Search Consultants by 2x Inferred from the description for this job
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Wealth Advisor
to manage client relationships, provide financial planning expertise, and support business growth. This is an on-site role in San Diego, CA. Relocation candidates will not be considered. What You’ll Do Serve as the main point of contact for high-net-worth clients Lead client meetings and deliver tailored wealth strategies Partner with portfolio managers to align investments with client goals Mentor and guide Client Service Associates Manage account documentation, transactions, and custodial processes Support business development through networking and referrals What You Bring Bachelor’s degree and 5–10 years in wealth management or financial advisory Series 7 & 66 licenses required Strong communication and client relationship skills Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at International Search Consultants by 2x Inferred from the description for this job
401(k) Vision insurance Medical insurance Get notified about new Wealth Management Advisor jobs in
San Diego, CA . Solana Beach, CA $70,000.00-$115,000.00 4 weeks ago Carlsbad, CA $155,000.00-$185,000.00 4 days ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Solana Beach, CA $75,000.00-$100,000.00 3 weeks ago La Jolla, CA $120,000.00-$250,000.00 2 weeks ago Experienced Financial Advisor Representative
Wealth Advisor - California Bank & Trust
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr